+26.2%
KLAC vs IOVA
+362.8%
-336.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -4.1% |
| 7D | -5.7% | -41.3% | +35.6% | -5.1% |
| 30D | -27.6% | -38.5% | +10.9% | -27.2% |
| 3M | -23.3% | +99.5% | -122.8% | -24.6% |
| 6M | -12.4% | +126.0% | -138.3% | -14.0% |
| YTD | +23.7% | +218.7% | -194.9% | +22.6% |
| 1Y | +26.2% | +378.0% | -351.8% | +26.8% |
| All | +26.2% | +362.8% | -336.6% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling